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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
701
TRUE Private Wealth Advisors
Oregon
$345K -$11.1K -234 -3%
AF
702
Advisornet Financial
Minnesota
$345K +$333 +7 +0.1%
FNT
703
First National Trust
Pennsylvania
$343K +$95 +2 +0%
NL
704
NWAM LLC
Washington
$342K +$119K +2,514 +47%
PBO
705
Peoples Bank (Ohio)
Ohio
$340K -$26.1K -550 -7%
B
706
Bellecapital
Switzerland
$339K – – –
FSA
707
Franklin Street Advisors
North Carolina
$337K -$22.6K -475 -6%
OWM
708
OneAscent Wealth Management
Alabama
$336K +$18.7K +393 +5%
PFS
709
Prospera Financial Services
Texas
$336K +$29.7K +625 +9%
OWA
710
One Wealth Advisors
California
$329K -$1.71K -36 -0.5%
AWM
711
Apollon Wealth Management
South Carolina
$325K +$86.7K +1,826 +33%
NHC
712
Nicholas Hoffman & Company
Georgia
$323K +$428 +9 +0.1%
SA
713
SRH Advisors
Kansas
$322K – – –
MWPCG
714
Measured Wealth Private Client Group
New Hampshire
$320K -$22.2K -468 -6%
FTC
715
Farmers Trust Company
Ohio
$319K – – –
KIA
716
KCM Investment Advisors
California
$319K +$79.5K +1,674 +30%
BW
717
Bison Wealth
Georgia
$317K +$55.9K +1,176 +19%
CIA
718
Capital Investment Advisors
Georgia
$316K +$2.47K +52 +0.7%
LFAS
719
Level Four Advisory Services
Texas
$314K -$9.79K -206 -3%
BFC
720
Bedel Financial Consulting
Indiana
$314K -$5.13K -108 -2%
HTC
721
Haverford Trust Company
Pennsylvania
$314K -$48 -1 -0%
WPC
722
Wedmont Private Capital
Pennsylvania
$313K +$35.6K +749 +12%
AIC
723
Archer Investment Corporation
Indiana
$311K – – –
TCM
724
Traynor Capital Management
Pennsylvania
$307K -$14.2K -298 -4%
SSB
725
Sandy Spring Bank
Maryland
$307K – – –